The following are the requirements for this role:

• Minimum 5 to 15 years of experience in the financial services industry, with a focus on investment management and financial planning
• Active Series 7 (or 6) and 63 license is required
• Strong knowledge of financial markets, investment products, and regulatory requirements
• Excellent communication, sales, and interpersonal skills
• Ability to work in a fast-paced environment and meet sales targets

Job type: Payroll

Budget: up to $90,000 per year, depending on experience

Role and responsibility:

The key roles and responsibilities for this position include:

• Providing expert financial guidance to clients, including investment advice and planning
• Conducting thorough financial analyses to understand clients' financial situations and goals
• Developing and implementing personalized financial plans to help clients achieve their objectives
• Building and maintaining long-term relationships with clients to drive business growth and increase customer satisfaction
• Staying up-to-date with market trends, regulatory changes, and new investment products to maintain expertise and provide cutting-edge advice